PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $163M
1-Year Est. Return 13.11%
This Quarter Est. Return
1 Year Est. Return
+13.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$146K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$295K
3
+$263K
4
ACN icon
Accenture
ACN
+$220K
5
DHI icon
D.R. Horton
DHI
+$211K

Top Sells

1
+$1.1M
2
+$877K
3
+$654K
4
PEBO icon
Peoples Bancorp
PEBO
+$467K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$433K

Sector Composition

1 Financials 25.1%
2 Technology 4.31%
3 Consumer Staples 3.87%
4 Energy 3.81%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,758
102
– –
-9,555
1 2 3 4
5